Lori Vieau, WMS Investment Portfolio Consultant
As an Investment Portfolio Associate for Raymond James, I have my general securities, life insurance, accident, health and variable annuity licenses. I achieved my Wealth Management Specialist certification in January of 2013. I have been with the Muskegon office of Raymond James since July of 2009. Prior to that, I worked for Raymond James Financial Services in Memphis, TN for two years. In addition, I have 18 years prior sales experience working with customers. I obtained my Bachelors of Business Administration from the University of North Texas.

My primary focus is to work closely with clients to ensure that individual financial service needs are met in a timely and consistent manner.


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